
Financial Planning Assistant Manager
4 days ago
Responsibilities
- Assist in developing and managing financial forecasts and budgets.
- Support financial analysis to drive strategic decision-making.
- Collaborate with cross-functional teams for financial reporting.
- Monitor key performance indicators and variance analyses.
- Assist in preparing presentations for management and stakeholders.
- Contribute to process improvements to enhance financial efficiency.
- Educational Qualifications: Bachelor’s degree in Finance, Accounting, or related field.
- Experience Level: 1-3 years of experience in financial planning or analysis.
- Skills and Competencies: Proficient in budgeting, financial forecasting, operational expense management, and capital expense analysis.
- Responsibilities and Duties: Assist in financial planning processes, prepare reports, monitor budgets, and analyze financial data.
- Working Conditions: Office environment with standard work hours and possible overtime during peak periods.
- Qualities and Traits: Strong analytical skills, attention to detail, excellent communication, and teamwork capabilities.
-
Financial Planning Assistant Manager
6 days ago
Taguig, Philippines Leading Edge Executive Talent Search, Inc. Full timeDirect-hire Full-time employment Life insurance HMO with dependents Guaranteed 14th and 15th month pay Job Overview We are seeking a detail-oriented and proactive Financial Planning Assistant Manager to support our financial planning and analysis activities. In this role, you will collaborate with senior management to develop financial strategies, analyze...
-
Financial Planning Assistant
2 weeks ago
Taguig, National Capital Region, Philippines beBeeJunior Full time ₱3,500,000 - ₱5,500,000Paraplanning OpportunityAbout the Role:We are seeking a skilled Junior Paraplanner to assist our Financial Advisors in generating advice documents and implementing advice.Key Responsibilities:Preparing Compliant Advice Documents (SoA, RoA) using financial planning software.Liaising with fund managers, insurance/superannuation/platform providers and...
-
Senior Financial Planning Assistant
1 week ago
Taguig, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Paraplanner Job SummaryWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and...
-
Senior Financial Planning Assistant
2 weeks ago
Taguig, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Job OverviewWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team.The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.The role...
-
Financial Planning Manager
1 week ago
Taguig, Philippines WHR Global Consulting Full timeQualifications: - Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or MBA is an advantage. - Minimum of 7–10 years of financial planning and analysis experience, with at least 3 years in a managerial role. - Retail industry experience is required, with a deep understanding of retail cost structures, sales cycles, and inventory...
-
Financial Planning Manager
3 weeks ago
Taguig, National Capital Region, Philippines WHR Global Consulting Full timeJoin to apply for the Financial Planning Manager role at WHR Global Consulting.We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company0s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting, sales...
-
Financial Planning Manager
6 days ago
Taguig, Philippines WHR Global Consulting Full timeJoin to apply for the Financial Planning Manager role at WHR Global Consulting . We are seeking a highly analytical, articulate, and results-driven Financial Planning Manager to lead the company 0s financial forecasting, planning, and performance reporting. The ideal candidate will have a strong background in retail, with hands-on experience in budgeting,...
-
Financial Plan Developer
1 week ago
Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱450,000 - ₱700,000As a Business Planning Associate, you will work closely with financial advisors to prepare and implement comprehensive financial plans for clients. You will assist in creating detailed plans, conduct research on insurance products and financial concepts, and analyze data to support client advice.The ideal candidate will have strong comprehension, logical...
-
Financial Planning
2 weeks ago
Taguig, National Capital Region, Philippines Citigroup Inc. Full timeOverview This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives. Responsibilities Partnering with senior management to deliver on financial...
-
Financial Planning
2 weeks ago
Taguig, National Capital Region, Philippines Citigroup Inc. Full timeOverviewThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.ResponsibilitiesPartnering with senior management to deliver on financial...